Newbridge Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$217,500,000
Clients
150
Advisors
3
across 2 offices
About
Newbridge Wealth Management is an independent, fee‑only registered investment adviser that provides wealth consulting and portfolio management to individuals and a range of institutional clients. The firm’s Brochure describes comprehensive, continuous financial planning — covering estate planning, tax planning, forecasting and risk management — and notes optional business and real estate coaching as part of its wealth consulting service.
The Brochure describes a “macro‑tactical” investment approach that emphasizes asset‑class allocation as the primary driver of returns, generally favoring index‑tracking mutual funds and ETFs while selectively using active managers. It also discloses use of non‑traditional asset classes (commodities, currencies, non‑correlated strategies), recommends private placement investments (including securities of pooled investment vehicles) for accredited investors, and typically manages client portfolios on a discretionary basis with custody through Charles Schwab and Altruist.
Compared with many peers, Newbridge’s client mix and service scope include several less‑common elements: its ADV and firm data indicate engagements with institutional and specialized clients — including pension/profit‑sharing plans, corporations and business entities — and the firm reports serving client types that are uncommon among supported firms (such as sovereign wealth funds, banking/thrift institutions, state or municipal governments, insurance companies and other advisers). The firm also maintains an affiliated Newbridge Tax Services that refers tax preparation to an independent provider under a disclosed solicitor arrangement, and it uses third‑party aggregation and reporting tools to incorporate outside accounts into composite reports.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.25% per annum $500,000 - $1,000,000: up to 1.25% per annum $1,000,000 - $2,500,000: up to 1.00% per annum $2,500,000 - $4,500,000: up to 0.75% per annum $4,500,000 - $5,500,000: up to 0.55% per annum $5,500,000 - $7,000,000: up to 0.45% per annum $7,000,000 - $10,000,000: up to 0.35% per annum $10,000,000+: TBD, negotiable
Hourly fees available in very limited cases for wealth consulting services
Fee-only: Wealth consulting fee typically ranges from $500 to $10,000 per annum; fees are negotiated based on scope and value of services; hourly fees available in very limited cases
Main office
See office859 W. Lancaster Avenue
Bryn Mawr PA 19010
Advisors at this office
2
Offices (2)
Most active in
Massachusetts · Pennsylvania
Also doing business as
Newbridge Wealth Management · Newbridge Wealth Management, LLC · Vbcw, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Vincent B
CFP®, Series 63
Bryn Mawr, PA
Newbridge Wealth Management
Vincent Barbera is a CFP® with 18 years of industry experience and has been with Newbridge Wealth Management since 2013. He holds a Series 63 license and is based in Bryn Mawr, PA. Newbridge Wealth Management is an independent, fee-only registered investment adviser offering wealth consulting and portfolio management to individuals and various institutional clients. The firm employs a macro-tactical investment approach focused on asset-class allocation, incorporating index-tracking funds, selective active managers, and non-traditional asset classes, while serving a diverse client base that includes pension plans, corporations, and government entities.
R. Christopher W
CFA®
Bryn Mawr, PA
Newbridge Wealth Management
R. Christopher Wiegand is a CFA charterholder with 22 years of experience in the financial advisory industry. He has been with Newbridge Wealth Management since 2014 and has prior experience at Bird & Wiegand Financial Services, LLC, and B&W. Newbridge Wealth Management is an independent, fee-only registered investment adviser serving individuals and a range of institutional clients. The firm employs a “macro-tactical” investment approach focused on asset-class allocation, utilizing index-tracking funds alongside selective active management and non-traditional asset classes, while also offering comprehensive financial planning and specialized services for uncommon client types such as sovereign wealth funds and municipal governments.
Brian B
CFP®, Series 63, Series 66
Malden, MA
Newbridge Wealth Management
Brian Boswell is a CFP® professional at Newbridge Wealth Management in Malden, MA, with 13 years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, 529 Expert, LLC, and Savingforcollege.com. Newbridge Wealth Management is an independent, fee-only registered investment adviser serving individuals and a variety of institutional clients. The firm offers comprehensive financial planning and a macro-tactical investment approach that emphasizes asset-class allocation, using a mix of index funds, active managers, and non-traditional assets, with a client base that includes several specialized institutional segments.
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